🟦 Infineon sells 200mm plant in Austin to SkyWater to maintain supply in the U.S.

企業分析

Infineon is restructuring its manufacturing sites in the U.S. and partnering with SkyWater to strengthen its production capacity and market responsiveness in the U.S.

Infineon completes sale of its 200 mm fab in Austin, Texas to SkyWater - Infineon Technologies

🟦 Infineon sells 200mm plant in Austin to SkyWater

German semiconductor giant Infineon Technologies completed the sale of its 200mm fab in Austin, Texas, on June 30, 2025. The new operator will be SkyWater Technology, a U.S.-based foundry company. This will allow Infineon to enter a new stage in which it will maintain its supply in the U.S. while reducing its manufacturing assets.

  • SkyWater takes over the plant and repurposes it for multiple customers with existing employees SkyWater is a U.S. foundry with strengths in specialty applications and government projects, and this plant will be reorganized as part of it.
  • Infineon and SkyWater sign a long-term supply agreement This
    allows Infineon to secure a supply network for the US market without having to manufacture it in-house.
  • Infineon will continue its R&D and sales activities in the Austin region It will give up
    manufacturing, but will maintain its presence in Texas and focus on growth areas.

🟦 The Importance of In-Domestic Manufacturing and the Behind the Scenes of a Flexible Strategy

The background to this sale and collaboration is the move to strengthen semiconductor manufacturing in the United States. With the CHIPS Act and other initiatives focusing on the competitiveness of companies to have production capacity in the U.S., Infineon has shifted to a strategy of “maintaining supply without assets.”

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SkyWater is a reliable partner for Infineon because of its proven manufacturing experience in military, space and government projects, as well as its ability to handle special processes. Other European manufacturers, such as NXP and STMicroelectronics, are also strengthening their presence in the U.S., making a “local production for local consumption supply model” essential for global companies.

🟦 Summary

Infineon has opted for a flexible business model in which it divests its manufacturing assets while maintaining its supply in the U.S. through a long-term agreement with SkyWater.

In addition to strengthening our Texas-based research and sales functions, we are also paying attention to our future North American market strategy.

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